Ownership history in Centric Wealth Management · 3 quarters on record
This page tracks every 13F SEC filing in which Centric Wealth Management reported a position in VANGUARD INDEX FDS (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 31,149 | -2,198 | -6.6% | 4.21% | $19.9M | $627.13 |
| 2025 Q3 | REDUCED | 33,347 | -413 | -1.2% | 4.65% | $20.9M | $610.65 |
| 2025 Q2 | INITIATED | 33,760 | — | — | 4.72% | $19.8M | $564.81 |
As of 2025 Q4 — sorted by position size